Configuring reports

If you are creating a report in DOC for the first time, click Configure new report.

Give your report a descriptive name and select any report template. If you want to design a report completely according to your own ideas, use the Empty template.

Your report is automatically opened in the Contents menu. To edit the report directly, click . You can now open a line menu, similar to editing the dashboard, to insert widgets, lists, charts, etc. into your report.

In the Settings menu, you can specify how many reports you want to create and how frequently, where you want to show the report, who you want to share it with and the format in which it is displayed.

Optionally, you can select the display of line numbers to ensure a better overview in the reports.

If data masking is activated you have the appropriate permissions, you have the option of specifying here that the data is to be displayed in plain text. Read more here.

Under Created reports, you can see how many reports have already been created. You can also download the report locally as a PDF here.

In the Detail view , the report is displayed as a preview image and can be opened by clicking on the image.

The Create a copy of the selected report menu command can be used to duplicate a report, edit it further and save it as a separate report. However, this must be your own report or a shared report.